You can create as many e-Checklists as you like, within an e-Folder. This will help keep your relevant e-Checklists together.
To create an e-Checklist:
Go to e-Checklists > Administration
Click Next to view and edit the e-Checklists within the e-Folder
Click on Create New
- Add a Title
- Enable/Disable Mandatory. This will make the user complete the e-Checklist before submitting the e-Folder
- Enable/Disable Action Required. If this is enabled you can ask users to create Actions when completing the e-Checklist.
- Enable/Disable Allow Multiple Submissions. This will enable multiple submissions of the e-Checklist, before submitting the e-Folder.
- Enable/Disable Create as Template. This will enable you to add this e-Checklist to multiple e-Folders.
- Enable/Disable Maintenance Mode. This prevents users accessing the e-Folder whilst you are editing the content.
- Create a customised maintenance mode message for your users, when Maintenance Mode is enabled.
Click Save to save your settings
Add new Videos, Questions or Documents in the middle column
Drag the new content from the middle to the right hand column
When you have finished, switch off Maintenance Mode
Disable Maintenance Mode and Click Save
Click Next
Force Restart asks users to restart the e-Checklist when they access it again.
Set Dependency to ensure users complete the e-Checklists in a certain order
Select Edit to view and edit the e-Checklist Settings
Click Next
Click Finish